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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HC
4426
Headland Capital
South Carolina
$406M +$50.6M +14% 12.6% 68 16.18%
BFWA
4427
Benchmark Financial Wealth Advisors
Florida
$405M +$44.4M +12% 14.2% 70.6% 160 25%
CS
4428
Cisco Systems
California
$405M +$88.1M +28% 17.9% 212% 6 50%
MA
4429
Modus Advisors
Minnesota
$405M +$41.7M +11% 17.8% 89.5% 125 12%
TAM
4430
Tucker Asset Management
Colorado
$405M +$70.4M +21% 16.9% 64.2% 465 27.1%
WKWM
4431
Walter & Keenan Wealth Management
Indiana
$405M +$49.3M +14% 14.6% 92% 170 8.82%
SWM
4432
Seaside Wealth Management
California
$405M +$49M +14% 11.4% 53.4% 74 16.22%
RGC
4433
Roberts, Glore & Co
Illinois
$404M +$40.5M +11% 14.1% 72.3% 254 18.11%
BWM
4434
Buckley Wealth Management
Nevada
$404M +$12.5M +3% 11.7% 88% 113 16.81%
BCFS
4435
Butensky & Cohen Financial Security
Florida
$404M +$24.4M +6% 14.3% 72.2% 102 6.86%
PWM
4436
Proathlete Wealth Management
Florida
$404M +$43.5M +12% 13.6% 313 9.58%
MSCM
4437
McElhenny Sheffield Capital Management
Texas
$404M +$399K +0.1% 4.5% 86.3% 127 40.16%
ACM
4438
Arcataur Capital Management
Wisconsin
$403M +$44.1M +12% 14.1% 60% 110 10.91%
WI
4439
WBI Investments
New Jersey
$403M +$41.1M +11% 20.6% 97.3% 381 52.76%
BHBT
4440
Burke & Herbert Bank & Trust
Virginia
$403M +$41.5M +11% 13.6% 67.8% 255 11.37%
OFP
4441
OLIO Financial Planning
Virginia
$403M +$42.2M +12% 11% 47.8% 73 8.22%
CYG
4442
Clean Yield Group
Vermont
$403M +$47.8M +13% 14.5% 65% 413 11.14%
OAJ
4443
Ogorek Anthony Joseph
New York
$403M +$37.8M +10% 12.6% 61.1% 712 5.48%
MWM
4444
Manske Wealth Management
Texas
$403M +$45.7M +13% 12% 235 12.34%
GAM
4445
Grandview Asset Management
Pennsylvania
$403M +$60.9M +18% 25.2% 172% 150 11.33%
SWM
4446
Sterling Wealth Management
Illinois
$402M +$38M +10% 10.3% 121 11.57%
GMF
4447
Grace & Mercy Foundation
New York
$402M -$7.99M -2% 4.59% 67.6% 21 0%
C
4448
Cliffwater
California
$402M +$24.3M +6% 6.39% 29.4% 22 9.09%
PCM
4449
Ping Capital Management
New York
$401M +$50.7M +14% 0.51% 106 33.96%
HWMO
4450
Heritage Wealth Management (Ohio)
Ohio
$401M +$199M +98% 15.6% 277 45.13%